CashPundit

www.cashpundit.com

CashPundit is the world's first award winning cloud based Cash Flow Management (CFM) software developed by CPAs. CashPundit helps businesses to identify potential shortfalls in cash balances in advance so that they can take necessary action to avoid cash flow problems. CashPundit syncs with accounting / ERP softwares and fetches the required data directly without having the need to manually enter or upload the data. The following superior features make the CashPundit’s CFM solution unique. • Generates detailed projected cash flow statement based on invoice due, payment cycle and promised dates. • Provides reminders to follow-up invoices on invoice due dates and promised dates. • Sends automatic emails reminders before and after the due date until the invoices are paid. • Automatically emails statement of accounts to customers. • CashPundit is the only company in the world that provides sales, receivables, cash inflow and cash outflow reports on smart phones. • CashPundit allows users to send statement of accounts to customers through email and on WhatsApp directly from their smart phones. • It provides sales person-wise comparison of actual sales versus budgeted sales for the month and year to month. • Maintains invoice-wise history of communication with customers and vendors • Provides restricted access to salesman to follow-up and send statement of accounts to their customers. • Manages Post Dated Checks (PDC’s) received and issued. This feature is not available even in ERPs. • Provides list of invoices which are overdue but have not been followed up so far. • Provides reminders to inform credit insurance whenever a credit insured customer defaults.

Read more

Reach decision makers at CashPundit

Lusha Magic

Free credit every month!

CashPundit is the world's first award winning cloud based Cash Flow Management (CFM) software developed by CPAs. CashPundit helps businesses to identify potential shortfalls in cash balances in advance so that they can take necessary action to avoid cash flow problems. CashPundit syncs with accounting / ERP softwares and fetches the required data directly without having the need to manually enter or upload the data. The following superior features make the CashPundit’s CFM solution unique. • Generates detailed projected cash flow statement based on invoice due, payment cycle and promised dates. • Provides reminders to follow-up invoices on invoice due dates and promised dates. • Sends automatic emails reminders before and after the due date until the invoices are paid. • Automatically emails statement of accounts to customers. • CashPundit is the only company in the world that provides sales, receivables, cash inflow and cash outflow reports on smart phones. • CashPundit allows users to send statement of accounts to customers through email and on WhatsApp directly from their smart phones. • It provides sales person-wise comparison of actual sales versus budgeted sales for the month and year to month. • Maintains invoice-wise history of communication with customers and vendors • Provides restricted access to salesman to follow-up and send statement of accounts to their customers. • Manages Post Dated Checks (PDC’s) received and issued. This feature is not available even in ERPs. • Provides list of invoices which are overdue but have not been followed up so far. • Provides reminders to inform credit insurance whenever a credit insured customer defaults.

Read more
icon

Country

icon

City (Headquarters)

Bengaluru

icon

Employees

1-10

icon

Founded

2017

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Founder and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(2)

Reach decision makers at CashPundit

Free credits every month!

My account

Sign up now to uncover all the contact details